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Success Plan

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Photo of Colleen Fleming
Success Plans - Checking off tasks on objectives vs Gantt Chart
Im not sure if this is a problem or intended functionality... but when you check of a task on the objective of a success plan and then go...
  • 1 me too
  • 2 replies
  • Problem
  • Solved
Photo of Lila Meyer
We're moving to a new Community platform!
We’re excited to announce the Gainsight Community is moving to a new platform. All of your posts, comments, points, and profile informat...
  • 7 me toos
  • 0 replies
  • Announcement
Photo of Amanda Neil
Ability to see Success Plan Objectives in Timeline
Currently we track objectives through the success plan but when looking into the Timeline we cannot see objectives listed.  Would like th...
  • 2 me toos
  • 5 replies
  • Idea
Photo of Niki Olmstead
Success Plan Type Reporting
We currently are moving some customers from an existing solution to an improved, completely separate one. This process is long term, with...
  • 1 me too
  • 0 replies
  • Question
Photo of Pam
Success Plans - Export to Excel, Description Box Pop-out and Timeline Export/Link Sharing
Some of our customers do not want to review the success plan via a link or snapshot; they prefer to review the success plan via an excel ...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Sara Hurst
Does anyone use Success Plans for Client Sales?
I'm considering how to keep track of buying objectives of the client and what tools have been evaluated in the past etc?
  • 1 me too
  • 0 replies
  • Question
Photo of Katie B
Success Plan Criteria
Our enterprise team has launched a series of success plan templates for our CSMs to use. They are also encouraging CSMs to create/customi...
  • 1 me too
  • 0 replies
  • Question
Photo of Cameron Wright
Success Plan Status ~ Variants
I have a customer that would like to be able to add custom status's to the Success Plan Status Field. The current options are Active, Dra...
  • 10 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Andrew Cummins
Ability to link a case/project/opp to a task of a CTA
We can currently link a case/project/opp to the CTA but it would be nice to have the ability to link to the task as well. We currently us...
  • 2 me toos
  • 0 replies
  • Idea
Photo of Kate Green
Add Company Logo To All Snapshot Slides
Is it possible to add our company logo to not only the Title Slide in Success Plan Snapshot but also to the bottom corner of each slide o...
  • 4 me toos
  • 6 replies
  • Question
  • Answered
Photo of Bradin WIlhelmsen
Option to set Objective CTA due dates to the Success Plan Due Date
My team has been asking me to set the default due date of Objective CTAs to the due date of the Success Plan so they don't have to pick a...
  • 9 me toos
  • 4 replies
  • Idea
Photo of Emily McInerney
Update templates of Success Plans after they are active/in use
Would love to be able to make updates to Success Plan templates after they have already been applied and made active by the CSMs. We rece...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Andrew Biehle
Success Plan CTA's don't show up underneath the cockpit tab in the C360.
As the title says, CTA's success plan CTA's unfortunately don't show up underneath the cockpit tab in the C360. Here's a short video. It...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Spencer Engel
Allow "Start Date" of Success Plan Gantt Chart view to be populated automatically
I think I speak for quite a few people when I say I'm very excited about the ability to edit the Gantt chart start and end dates now!  H...
  • 17 me toos
  • 1 reply
  • Idea
Photo of Spencer Engel
Make Gantt Chart created and end dates more flexible
First off, I love the Gantt Chart feature and think it will be immensely helpful. I also know that feature is in Beta right now, so if my...
  • 63 me toos
  • 18 replies
  • Idea
  • Implemented